Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

TEXAS INSTRS INC · COM · quarter ended 2026-03-31 · 41 members disclosed TXN ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 2,013 holders are listed, largest first: 2,013
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $138B
holders whose share count rose or who opened the position (new + add), by shares: 1,001
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 204

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of TXN ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$15.8B	81,515,619	+2,475,037	ADD
2	VANGUARD CAPITAL MANAGEMENT LLC	$11.5B	58,978,704	—	NO PRIOR
3	STATE STREET CORP	$8.4B	43,077,664	−369,056	TRIM
4	JPMORGAN CHASE & CO	$7.2B	38,381,788	+10,056,903	ADD
5	VANGUARD PORTFOLIO MANAGEMENT LLC	$5.6B	28,611,951	—	NO PRIOR
6	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$5.0B	25,927,676	+1,639,072	ADD
7	GEODE CAPITAL MANAGEMENT, LLC	$4.6B	23,588,817	+723,505	ADD
8	Invesco Ltd.	$3.5B	18,211,850	+27,336	ADD
9	Bank of New York Mellon Corp	$3.2B	16,402,834	+4,129,601	ADD
10	WELLINGTON MANAGEMENT GROUP LLP	$2.6B	13,466,394	−2,605,007	TRIM
11	MORGAN STANLEY	$2.3B	11,887,310	−406,819	TRIM
12	BANK OF AMERICA CORP /DE/	$2.3B	11,859,686	+277,300	ADD
13	FIL Ltd	$1.9B	9,935,405	+1,479,805	ADD
14	PRIMECAP MANAGEMENT CO/CA/	$1.9B	9,654,766	−429,920	TRIM
15	NORTHERN TRUST CORP	$1.8B	9,521,566	−165,732	TRIM
16	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$1.8B	9,305,424	+1,765,458	ADD
17	Amundi	$1.8B	9,064,214	+752,139	ADD
18	Capital Research Global Investors	$1.7B	8,911,443	−2,936,352	TRIM
19	ROYAL BANK OF CANADA	$1.7B	8,812,673	−591,415	TRIM
20	UBS Group AG	$1.7B	8,645,088	+1,792,611	ADD
21	ALLIANCEBERNSTEIN L.P.	$1.3B	7,631,442	−240,545	TRIM
22	Legal & General Group Plc	$1.2B	6,339,925	+226,102	ADD
23	AMERIPRISE FINANCIAL INC	$1.2B	6,161,583	+94,571	ADD
24	FRANKLIN RESOURCES INC	$1.1B	5,469,977	−3,683,645	TRIM
25	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$1.0B	5,320,294	−1,024,192	TRIM
26	VANGUARD FIDUCIARY TRUST CO	$1.0B	5,161,079	—	NO PRIOR
27	Mitsubishi UFJ Asset Management Co., Ltd.	$1.0B	5,157,982	−226,861	TRIM
28	Grantham, Mayo, Van Otterloo & Co. LLC	$983M	5,061,047	+173,227	ADD
29	Nuveen, LLC	$911M	4,693,497	+1,335,582	ADD
30	WELLS FARGO & COMPANY/MN	$856M	4,408,122	+481,754	ADD
31	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	$855M	4,402,785	0	NO CHANGE
32	Clearbridge Investments, LLC	$846M	4,359,632	+1,300,496	ADD
33	D. E. Shaw & Co., Inc.	$833M	4,292,377	−3,203,499	TRIM
34	DIMENSIONAL FUND ADVISORS LP	$757M	3,901,891	+443,477	ADD
35	BARCLAYS PLC	$746M	3,843,468	−1,317,290	TRIM
36	First Eagle Investment Management, LLC	$713M	3,674,253	+24,943	ADD
37	DEUTSCHE BANK AG\	$660M	3,401,347	−38,230	TRIM
38	CITIGROUP INC	$613M	3,158,452	+367,478	ADD
39	STIFEL FINANCIAL CORP	$571M	2,941,364	+6,021	ADD
40	HSBC HOLDINGS PLC	$555M	2,859,844	−3,111,308	TRIM
41	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$526M	2,707,555	−507,460	TRIM
42	CANADA PENSION PLAN INVESTMENT BOARD	$523M	2,692,103	+1,519,011	ADD
43	Slate Path Capital LP	$518M	2,670,225	+2,670,225	NEW
44	Swiss National Bank	$518M	2,666,600	+175,300	ADD
45	FMR LLC	$515M	2,650,421	+633,988	ADD
46	RAYMOND JAMES FINANCIAL INC	$513M	2,662,041	+733,923	ADD
47	Fundsmith LLP	$509M	2,623,124	−428	TRIM
48	FIRST TRUST ADVISORS LP	$503M	2,592,788	+46,175	ADD
49	Alecta Tjanstepension Omsesidigt	$453M	2,333,300	−249,700	TRIM
50	JENNISON ASSOCIATES LLC	$449M	2,311,547	+260,622	ADD
51	Sumitomo Mitsui Trust Group, Inc.	$422M	2,172,794	−110,547	TRIM
52	National Pension Service	$408M	2,101,522	+2,101,522	NEW
53	DIAMOND HILL CAPITAL MANAGEMENT INC	$397M	2,045,980	−1,178,209	TRIM
54	Capital International Investors	$397M	2,043,246	−1,948,978	TRIM
55	BAILLIE GIFFORD & CO	$396M	2,039,257	−138,640	TRIM
56	Vanguard Global Advisers, LLC	$386M	1,988,772	—	NO PRIOR
57	Rafferty Asset Management, LLC	$362M	1,863,867	−519,615	TRIM
58	VANGUARD ASSET MANAGEMENT, Ltd	$355M	1,830,097	—	NO PRIOR
59	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$349M	1,797,414	+157,852	ADD
60	D1 Capital Partners L.P.	$340M	1,753,001	+1,267,183	ADD
61	LONDON CO OF VIRGINIA	$339M	1,746,259	−107,766	TRIM
62	ENVESTNET ASSET MANAGEMENT INC	$330M	1,698,788	+233,171	ADD
63	VICTORY CAPITAL MANAGEMENT INC	$311M	1,603,874	+32,981	ADD
64	BANK OF MONTREAL /CAN/	$307M	1,582,490	−147,442	TRIM
65	Janus Henderson Group Ltd.	$299M	1,540,807	−892,791	TRIM
66	SCHRODER INVESTMENT MANAGEMENT GROUP	$297M	1,529,778	+58,457	ADD
67	BANQUE PICTET & CIE SA	$295M	1,520,656	−487,307	TRIM
68	Longview Partners (Guernsey) LTD	$295M	1,518,628	+1,518,628	NEW
69	TD ASSET MANAGEMENT INC	$290M	1,492,541	+914,509	ADD
70	Assenagon Asset Management S.A.	$286M	1,472,558	−2,418,387	TRIM
71	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$279M	1,437,034	+1,437,034	NEW
72	ProShare Advisors LLC	$278M	1,431,094	−339,909	TRIM
73	Mirae Asset Global Investments Co., Ltd.	$275M	1,418,558	+57,338	ADD
74	Rothschild & Co Wealth Management UK Ltd	$260M	1,340,229	+20,115	ADD
75	Indivisible Partners	$250M	1,290,256	+241,011	ADD
76	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$244M	1,258,785	+598,950	ADD
77	Corient Private Wealth LLC	$234M	1,209,966	−1,275,021	TRIM
78	BNP Paribas Asset Management Holding S.A.	$230M	1,185,891	+191,930	ADD
79	Findlay Park Partners LLP	$230M	1,183,131	−138,000	TRIM
80	Metropolis Capital Ltd	$227M	1,168,177	−912,521	TRIM
81	Guinness Asset Management LTD	$224M	1,157,962	−75,123	TRIM
82	PRINCIPAL FINANCIAL GROUP INC	$214M	1,102,034	+15,259	ADD
83	BAHL & GAYNOR INC	$200M	1,030,621	−124,600	TRIM
84	LPL Financial LLC	$193M	993,166	+10,760	ADD
85	NEW YORK STATE COMMON RETIREMENT FUND	$191M	985,264	+4,699	ADD
86	Railway Pension Investments Ltd	$191M	981,511	−29,700	TRIM
87	NATIONAL BANK OF CANADA /FI/	$191M	981,320	−107,776	TRIM
88	ROYAL LONDON ASSET MANAGEMENT LTD	$188M	966,987	−132,417	TRIM
89	Woodline Partners LP	$187M	961,251	−446,901	TRIM
90	Aberdeen Group plc	$180M	926,610	+24,504	ADD
91	Local Pensions Partnership Investment Ltd	$176M	908,081	−92,200	TRIM
92	FUNDSMITH INVESTMENT SERVICES LTD.	$168M	866,997	−5,582	TRIM
93	HighTower Advisors, LLC	$168M	866,573	+35,268	ADD
94	JACOBS LEVY EQUITY MANAGEMENT, INC	$166M	857,024	+857,024	NEW
95	RENAISSANCE TECHNOLOGIES LLC	$165M	851,300	−5,400	TRIM
96	Universal- Beteiligungs- und Servicegesellschaft mbH	$162M	837,567	+14,595	ADD
97	Artisan Partners Limited Partnership	$159M	816,639	+31,150	ADD
98	FIFTH THIRD BANCORP	$158M	814,265	+352,429	ADD
99	AVIVA PLC	$155M	796,422	+22,737	ADD
100	ADAGE CAPITAL PARTNERS GP, L.L.C.	$154M	793,044	+88,800	ADD
101	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$154M	792,339	−8,331	TRIM
102	JUPITER ASSET MANAGEMENT LTD	$152M	809,544	+512,321	ADD
103	MACKENZIE FINANCIAL CORP	$150M	773,285	+83,292	ADD
104	US BANCORP \DE\	$143M	736,389	−8,978	TRIM
105	MARKEL GROUP INC.	$141M	724,000	0	NO CHANGE
106	SEI INVESTMENTS CO	$138M	713,101	+158,521	ADD
107	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$135M	695,176	+275,684	ADD
108	WORLDQUANT MILLENNIUM ADVISORS LLC	$134M	690,236	+635,182	ADD
109	Winslow Capital Management, LLC	$133M	686,171	+686,171	NEW
110	PUBLIC SECTOR PENSION INVESTMENT BOARD	$129M	662,294	+527,948	ADD
111	Ensign Peak Advisors, Inc	$128M	658,926	−13,287	TRIM
112	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$128M	660,764	+6,307	ADD
113	Mariner, LLC	$127M	655,145	−131,829	TRIM
114	Zurcher Kantonalbank (Zurich Cantonalbank)	$124M	639,850	+42,249	ADD
115	NEOS Investment Management LLC	$122M	625,863	+128,362	ADD
116	Connor, Clark & Lunn Investment Management Ltd.	$120M	619,150	+40,423	ADD
117	Madison Asset Management, LLC	$118M	608,305	−69,573	TRIM
118	Korea Investment CORP	$117M	603,557	−26,371	TRIM
119	Mitsubishi UFJ Trust & Banking Corp	$116M	598,369	+24,986	ADD
120	DANSKE BANK A/S	$115M	593,350	+79,507	ADD
121	Swiss Life Asset Management Ltd	$114M	584,679	+29,480	ADD
122	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$112M	575,205	+277,958	ADD
123	AMERICAN CENTURY COMPANIES INC	$110M	564,551	+40,308	ADD
124	Eurizon Capital SGR S.p.A.	$109M	562,784	−41,037	TRIM
125	Pictet Asset Management Holding SA	$109M	559,788	+5,316	ADD
126	Hamlin Capital Management, LLC	$109M	559,364	+118,663	ADD
127	NZS Capital, LLC	$104M	533,805	+11,546	ADD
128	Epoch Investment Partners, Inc.	$102M	525,830	+2,265	ADD
129	BRISTOL JOHN W & CO INC /NY/	$102M	523,650	−7,397	TRIM
130	PRUDENTIAL FINANCIAL INC	$99.9M	514,815	−6,936	TRIM
131	James Hambro & Partners LLP	$96.0M	494,729	+3,781	ADD
132	BANK OF NOVA SCOTIA	$95.9M	494,202	−1,304,252	TRIM
133	STATE OF WISCONSIN INVESTMENT BOARD	$95.7M	492,985	+14,830	ADD
134	SCHWARTZ INVESTMENT COUNSEL INC	$94.9M	488,900	0	NO CHANGE
135	APG Asset Management N.V.	$94.9M	563,066	+18,723	ADD
136	PFA Pension, Forsikringsaktieselskab	$93.1M	479,479	+479,479	NEW
137	STOREBRAND ASSET MANAGEMENT AS	$92.0M	473,840	—	NO PRIOR
138	CIBC Bancorp USA Inc.	$89.5M	461,201	—	NO PRIOR
139	BOWEN HANES & CO INC	$89.2M	459,387	+126,225	ADD
140	Vanguard Investments Australia, Ltd.	$88.1M	453,880	—	NO PRIOR
141	Chevy Chase Trust Holdings, LLC	$87.6M	451,218	−13,570	TRIM
142	Camrose Capital Investment Partners LLP	$87.6M	451,165	+110,757	ADD
143	Baird Financial Group, Inc.	$85.9M	442,271	+442,271	NEW
144	Mawer Investment Management Ltd.	$85.0M	437,639	−19,205	TRIM
145	Quantinno Capital Management LP	$83.9M	432,136	+80,874	ADD
146	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	$82.4M	424,195	+424,195	NEW
147	Asset Management One Co., Ltd.	$80.5M	414,532	+15,676	ADD
148	Cerity Partners LLC	$78.8M	405,840	−352,795	TRIM
149	CI INVESTMENTS INC.	$78.0M	401,965	+14,494	ADD
150	CIBC Asset Management Inc	$76.8M	395,377	−9,515	TRIM
151	TORONTO DOMINION BANK	$75.8M	390,305	+46,347	ADD
152	Swedbank AB	$75.7M	389,869	−654	TRIM
153	J. Safra Sarasin Holding AG	$74.8M	385,100	+14,794	ADD
154	WESTWOOD HOLDINGS GROUP INC	$74.0M	381,422	−49,151	TRIM
155	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$73.1M	376,524	+7,308	ADD
156	CITADEL ADVISORS LLC	$71.3M	367,515	−21,220	TRIM
157	TEACHER RETIREMENT SYSTEM OF TEXAS	$71.3M	367,171	+67,519	ADD
158	DAVENPORT & Co LLC	$71.1M	366,479	+306,023	ADD
159	NOMURA ASSET MANAGEMENT CO LTD	$70.4M	362,369	+6,907	ADD
160	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$68.8M	354,431	+133,400	ADD
161	NISSAY ASSET MANAGEMENT CORP /JAPAN	$68.3M	352,013	+7,679	ADD
162	NISA INVESTMENT ADVISORS, LLC	$67.5M	347,658	−751	TRIM
163	Rockefeller Capital Management L.P.	$66.6M	343,196	−98	TRIM
164	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$66.6M	343,014	−240,862	TRIM
165	Retirement Systems of Alabama	$66.5M	342,533	−570	TRIM
166	KLP KAPITALFORVALTNING AS	$66.1M	340,485	+12,500	ADD
167	Advisors Capital Management, LLC	$65.4M	336,615	+11,440	ADD
168	REGIONS FINANCIAL CORP	$64.5M	332,250	+60,826	ADD
169	UniSuper Management Pty Ltd	$62.5M	321,680	−11,109	TRIM
170	Wilkinson Global Asset Management LLC	$61.0M	313,964	−24,423	TRIM
171	SEB Asset Management AB	$60.7M	312,670	—	NO PRIOR
172	Man Group plc	$60.6M	311,988	+53,250	ADD
173	BCV Asset Management Inc.	$60.5M	311,934	+6,095	ADD
174	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$60.4M	312,358	−165,755	TRIM
175	State of New Jersey Common Pension Fund D	$60.3M	310,567	0	NO CHANGE
176	Resona Asset Management Co.,Ltd.	$59.3M	307,813	−55	TRIM
177	FEDERATED HERMES, INC.	$58.9M	303,465	−1,014,350	TRIM
178	1832 Asset Management L.P.	$58.7M	302,134	+248,814	ADD
179	WEDGE CAPITAL MANAGEMENT L L P/NC	$58.5M	301,380	+253,587	ADD
180	DnB Asset Management AS	$57.6M	296,814	+22,978	ADD
181	Haverford Trust Co	$57.5M	296,013	+47,998	ADD
182	COMMERCE BANK	$57.5M	295,931	−12,772	TRIM
183	NICHOLAS COMPANY, INC.	$56.2M	289,437	−42,692	TRIM
184	BENJAMIN EDWARDS INC	$56.1M	289,021	−2,848	TRIM
185	Fiera Capital Corp	$56.1M	288,777	+65,658	ADD
186	Cetera Investment Advisers	$55.9M	287,854	+16,155	ADD
187	Junto Capital Management LP	$55.1M	283,632	+283,632	NEW
188	AQR CAPITAL MANAGEMENT LLC	$53.9M	282,022	+52,715	ADD
189	Daiwa Securities Group Inc.	$53.4M	275,191	+28,988	ADD
190	Creative Planning	$53.4M	275,081	+51,180	ADD
191	CAMBIAR INVESTORS LLC	$53.3M	274,501	−41,461	TRIM
192	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$52.0M	267,599	−1,033,844	TRIM
193	Welch Group, LLC	$51.9M	267,292	+267,292	NEW
194	Willis Investment Counsel	$51.8M	266,644	+753	ADD
195	Tredje AP-fonden	$50.9M	262,138	+105,270	ADD
196	Norinchukin Bank, The	$50.7M	261,257	−60,431	TRIM
197	NATIXIS	$50.4M	259,560	−362,451	TRIM
198	SATURNA CAPITAL CORP	$50.0M	257,374	+257,374	NEW
199	Dixon Mitchell Investment Counsel Inc.	$49.6M	255,104	−2,411	TRIM
200	Calamos Advisors LLC	$48.9M	252,076	+139,337	ADD
201	Arizona State Retirement System	$48.3M	248,946	−7,638	TRIM
202	M&T BANK CORP	$48.3M	248,796	−11,049	TRIM
203	Czech National Bank	$48.0M	247,168	+7,577	ADD
204	Focus Partners Wealth	$47.5M	243,732	+30,153	ADD
205	CAPITAL ADVISORS INC/OK	$46.9M	241,649	+29,981	ADD
206	GLENMEDE TRUST CO NA	$46.5M	239,755	+70,114	ADD
207	Allspring Global Investments Holdings, LLC	$46.3M	236,021	−53,561	TRIM
208	Northside Capital Management, LLC	$46.0M	237,137	0	NO CHANGE
209	STATE OF MICHIGAN RETIREMENT SYSTEM	$46.0M	237,061	−800	TRIM
210	Maple Capital Management, Inc.	$46.0M	236,895	−1,790	TRIM
211	Defiance ETFs, LLC	$45.5M	234,596	+14,749	ADD
212	Cresset Asset Management, LLC	$45.3M	233,545	+28,277	ADD
213	CIBC WORLD MARKET INC.	$45.1M	232,505	−20,711	TRIM
214	MAIRS & POWER INC	$44.9M	231,151	−4,273	TRIM
215	TRUIST FINANCIAL CORP	$44.6M	229,572	−11,579	TRIM
216	VOYA INVESTMENT MANAGEMENT LLC	$44.0M	226,633	−8,625	TRIM
217	Tidal Investments LLC	$43.9M	226,241	+76,516	ADD
218	GUGGENHEIM CAPITAL LLC	$43.7M	225,190	−44,581	TRIM
219	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$43.1M	221,898	+38,764	ADD
220	Allworth Financial LP	$41.4M	213,078	+36,931	ADD
221	Squarepoint Ops LLC	$41.3M	212,483	+100,110	ADD
222	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$41.0M	211,407	+56	ADD
223	Rakuten Investment Management, Inc.	$41.0M	220,016	+21,487	ADD
224	ALPS ADVISORS INC	$41.0M	210,965	−6,767	TRIM
225	Manchester Global Management (UK) Ltd	$40.8M	210,000	+210,000	NEW
226	XPONANCE LLC	$40.5M	208,862	+30,987	ADD
227	CAUSEWAY CAPITAL MANAGEMENT LLC	$40.0M	206,214	+206,214	NEW
228	Sarasin & Partners LLP	$40.0M	205,797	+34,340	ADD
229	HANCOCK WHITNEY CORP	$39.6M	198,543	+198,543	NEW
230	GATEWAY INVESTMENT ADVISERS LLC	$39.2M	202,009	−3,568	TRIM
231	Allianz Asset Management GmbH	$39.0M	200,901	+96,948	ADD
232	ING GROEP NV	$38.2M	196,892	+15,331	ADD
233	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$38.2M	196,538	−1,119,454	TRIM
234	AVITY INVESTMENT MANAGEMENT INC.	$37.8M	194,628	+10,389	ADD
235	AIA Group Ltd	$37.2M	191,444	−45,193	TRIM
236	MILLENNIUM MANAGEMENT LLC	$37.0M	190,698	+169,711	ADD
237	IFM Investors Pty Ltd	$36.8M	189,352	+5,289	ADD
238	Sandhill Capital Partners LLC	$36.0M	185,521	+161,782	ADD
239	Sanctuary Advisors, LLC	$35.4M	182,480	+24,176	ADD
240	ASSETMARK, INC	$34.9M	179,624	+66,807	ADD
241	Hudson Bay Capital Management LP	$34.7M	178,990	+178,990	NEW
242	CREDIT AGRICOLE S A	$34.3M	176,624	−10,502	TRIM
243	Maytus Capital Management, LLC	$34.2M	175,943	+175,943	NEW
244	COMMONWEALTH EQUITY SERVICES, LLC	$33.6M	172,935	−6,384	TRIM
245	Advisors Asset Management, Inc.	$33.1M	170,722	+9,951	ADD
246	Artemis Investment Management LLP	$33.1M	170,355	+9,781	ADD
247	BLAIR WILLIAM & CO/IL	$32.7M	168,472	−6,573	TRIM
248	Troy Asset Management Ltd	$32.2M	166,043	−14,824	TRIM
249	TD Waterhouse Canada Inc.	$32.0M	163,326	+125,264	ADD
250	MERCER GLOBAL ADVISORS INC /ADV	$31.6M	162,886	−4,151	TRIM
251	WEITZ INVESTMENT MANAGEMENT, INC.	$31.1M	160,100	−5,000	TRIM
252	Migdal Insurance & Financial Holdings Ltd.	$30.9M	159,127	+159,127	NEW
253	USS Investment Management Ltd	$30.1M	154,931	−6,765	TRIM
254	Empowered Funds, LLC	$30.0M	154,343	+154,343	NEW
255	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$29.9M	153,969	+41,421	ADD
256	VEGA INVESTMENT SOLUTIONS	$29.7M	153,050	−13,100	TRIM
257	SIH Partners, LLLP	$29.5M	152,158	+152,158	NEW
258	UMB Bank, n.a.	$29.2M	150,417	−4,313	TRIM
259	DEARBORN PARTNERS LLC	$29.0M	149,485	−8,919	TRIM
260	ADAPT Investment Managers SA	$28.8M	148,151	+148,151	NEW
261	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$28.7M	147,885	+38,046	ADD
262	Kestra Advisory Services, LLC	$28.6M	147,461	+16,301	ADD
263	Utah Retirement Systems	$28.6M	147,094	−3,072	TRIM
264	ROCKLAND TRUST CO	$28.4M	146,207	−87	TRIM
265	MATRIX ASSET ADVISORS INC/NY	$26.8M	138,263	+4,379	ADD
266	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$26.3M	135,447	+3,497	ADD
267	Vest Financial, LLC	$26.1M	134,527	+23,336	ADD
268	MEYER HANDELMAN CO	$26.1M	134,513	−1,060	TRIM
269	Harvest Portfolios Group Inc.	$25.7M	132,236	−44,267	TRIM
270	TWO SIGMA INVESTMENTS, LP	$25.1M	129,100	−867,105	TRIM
271	Sumitomo Mitsui DS Asset Management Company, Ltd	$25.1M	129,096	+5,186	ADD
272	Varma Mutual Pension Insurance Co	$25.0M	128,941	−15,000	TRIM
273	Nishkama Capital, LLC	$25.0M	128,805	+72,409	ADD
274	OMERS ADMINISTRATION Corp	$25.0M	128,800	+30,938	ADD
275	Andra AP-fonden	$24.6M	126,686	−130,514	TRIM
276	OSAIC HOLDINGS, INC.	$24.5M	126,070	+2,770	ADD
277	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$24.3M	125,233	−36,091	TRIM
278	Cannell & Spears LLC	$24.2M	124,750	+31,405	ADD
279	QRG CAPITAL MANAGEMENT, INC.	$24.1M	124,162	+21,318	ADD
280	Robeco Schweiz AG	$24.1M	124,027	−8,857	TRIM
281	SHUFRO ROSE & CO LLC	$24.0M	123,404	+1,753	ADD
282	SUMMITRY LLC	$23.9M	122,878	+121,313	ADD
283	KEYBANK NATIONAL ASSOCIATION/OH	$23.8M	122,750	+9,036	ADD
284	TORRAY INVESTMENT PARTNERS LLC	$23.5M	121,157	−18,951	TRIM
285	Verity & Verity, LLC	$23.3M	119,996	+1,676	ADD
286	Vontobel Holding Ltd.	$23.0M	118,681	−20,603	TRIM
287	Pathstone Holdings, LLC	$23.0M	118,547	+5,907	ADD
288	Vanguard Personalized Indexing Management, LLC	$22.8M	117,349	+9,441	ADD
289	Nan Shan Life Insurance Co., Ltd.	$22.8M	117,201	−137,608	TRIM
290	GUYASUTA INVESTMENT ADVISORS INC	$22.7M	116,814	−28,993	TRIM
291	MML INVESTORS SERVICES, LLC	$22.5M	115,883	−47,825	TRIM
292	CWM, LLC	$22.4M	115,262	−6,659	TRIM
293	OPPENHEIMER ASSET MANAGEMENT INC.	$22.3M	114,898	+8,995	ADD
294	SEGALL BRYANT & HAMILL, LLC	$22.1M	113,728	+96,603	ADD
295	CRAWFORD INVESTMENT COUNSEL INC	$21.9M	112,600	−3,532	TRIM
296	Moran Wealth Management, LLC	$21.7M	112,008	−8,275	TRIM
297	Obermeyer Wealth Partners	$21.7M	111,662	+14,902	ADD
298	Alyeska Investment Group, L.P.	$21.4M	110,294	−1,186,849	TRIM
299	FACTORY MUTUAL INSURANCE CO	$21.2M	109,200	+2,000	ADD
300	PROFUND ADVISORS LLC	$21.2M	108,959	−24,480	TRIM
301	Nexus Investment Management ULC	$20.9M	107,526	+435	ADD
302	LGT Group Foundation	$20.6M	106,301	+948	ADD
303	Gotham Asset Management, LLC	$20.4M	104,967	+4,850	ADD
304	NORDEA INVESTMENT MANAGEMENT AB	$20.2M	107,165	+5,892	ADD
305	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$20.2M	103,942	−129	TRIM
306	FARMERS & MERCHANTS INVESTMENTS INC	$20.1M	103,491	+1,802	ADD
307	ARGENT CAPITAL MANAGEMENT LLC	$20.1M	103,462	−14,469	TRIM
308	INVESTMENT HOUSE LLC	$20.1M	103,405	−577	TRIM
309	PRUDENTIAL PLC	$20.0M	103,138	−21,630	TRIM
310	YOUSIF CAPITAL MANAGEMENT, LLC	$19.8M	102,026	−3,978	TRIM
311	Wealthfront Advisers LLC	$19.5M	100,222	+21,128	ADD
312	Bank Julius Baer & Co. Ltd, Zurich	$19.4M	99,889	−10,582	TRIM
313	FUKOKU MUTUAL LIFE INSURANCE CO	$19.3M	99,165	0	NO CHANGE
314	ASR Vermogensbeheer N.V.	$19.2M	98,904	+1,681	ADD
315	Candriam S.C.A.	$18.9M	97,367	+3,023	ADD
316	Clearstead Advisors, LLC	$18.7M	96,530	+1,564	ADD
317	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$18.7M	96,519	−1,036	TRIM
318	NOMURA HOLDINGS INC	$18.6M	96,000	−84,508	TRIM
319	OP Asset Management Ltd	$18.1M	93,244	—	NO PRIOR
320	Bank Pictet & Cie (Europe) AG	$18.1M	93,066	+6,929	ADD
321	NewEdge Advisors, LLC	$17.9M	92,105	+1,231	ADD
322	LANSDOWNE PARTNERS (UK) LLP	$17.9M	91,996	+14,001	ADD
323	MACQUARIE GROUP LTD	$17.8M	91,902	−119,801	TRIM
324	EXCHANGE TRADED CONCEPTS, LLC	$17.8M	91,766	+32,917	ADD
325	Empire Life Investments Inc.	$17.5M	88,915	+21,536	ADD
326	&PARTNERS	$17.4M	92,062	+5,953	ADD
327	Ethic Inc.	$17.1M	88,062	+5,017	ADD
328	Canada Post Corp Registered Pension Plan	$16.8M	86,303	−8,650	TRIM
329	Lido Advisors, LLC	$16.7M	85,770	−17,973	TRIM
330	Kingsview Wealth Management, LLC	$16.6M	85,490	−234,924	TRIM
331	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$16.5M	84,833	−2,239	TRIM
332	Qube Research & Technologies Ltd	$16.3M	83,857	+83,857	NEW
333	Groupe la Francaise	$16.3M	83,906	−6,477	TRIM
334	HB Wealth Management, LLC	$16.2M	83,589	+1,133	ADD
335	Segment Wealth Management, LLC	$16.2M	83,198	+3,714	ADD
336	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$16.1M	83,056	−6,598	TRIM
337	E Fund Management Co., Ltd.	$16.1M	82,721	—	NO PRIOR
338	Federation des caisses Desjardins du Quebec	$15.9M	81,643	−21,584	TRIM
339	RIT CAPITAL PARTNERS PLC	$15.8M	81,500	−116,500	TRIM
340	Steward Partners Investment Advisory, LLC	$15.6M	80,186	+6,761	ADD
341	Telemark Asset Management, LLC	$15.5M	80,000	+80,000	NEW
342	JACOBSON & SCHMITT ADVISORS, LLC	$15.4M	79,298	+1,705	ADD
343	LOCKHEED MARTIN INVESTMENT MANAGEMENT CO	$15.3M	78,780	+800	ADD
344	MEEDER ASSET MANAGEMENT INC	$15.2M	78,455	+3,163	ADD
345	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	$14.9M	76,499	−565	TRIM
346	Gradient Investments LLC	$14.8M	76,187	−3,777	TRIM
347	SteelPeak Wealth, LLC	$14.4M	74,135	+64,082	ADD
348	Baker Avenue Asset Management, LP	$14.3M	73,488	+239	ADD
349	INTACT INVESTMENT MANAGEMENT INC.	$14.2M	73,400	−2,900	TRIM
350	Orion Porfolio Solutions, LLC	$14.1M	72,821	−4,593	TRIM
351	TCTC Holdings, LLC	$14.0M	72,316	−215	TRIM
352	Private Advisor Group, LLC	$14.0M	72,260	+2,833	ADD
353	Woodbridge CO LTD	$14.0M	72,084	0	NO CHANGE
354	Danica Pension, Livsforsikringsaktieselskab	$13.9M	71,668	+71,668	NEW
355	Merit Financial Group, LLC	$13.8M	71,110	+283	ADD
356	HM PAYSON & CO	$13.6M	69,869	−920	TRIM
357	SCOTIA CAPITAL INC.	$13.5M	69,614	+40,340	ADD
358	Investment Management Corp of Ontario	$13.5M	69,452	−12,007	TRIM
359	MAI Capital Management	$13.5M	69,323	−1,708	TRIM
360	Beacon Pointe Advisors, LLC	$13.4M	69,147	+9,224	ADD
361	AE Wealth Management LLC	$13.3M	68,708	+9,638	ADD
362	Capital International, Inc./CA/	$13.3M	68,397	−9,119	TRIM
363	CULLINAN ASSOCIATES INC	$13.0M	67,117	−9,185	TRIM
364	Alphadyne Asset Management LP	$13.0M	67,086	+65,166	ADD
365	Channing Capital Management, LLC	$13.0M	66,747	−10,443	TRIM
366	KING LUTHER CAPITAL MANAGEMENT CORP	$13.0M	66,713	+9,812	ADD
367	Palisade Asset Management, LLC	$12.9M	66,439	−2,419	TRIM
368	Vident Advisory, LLC	$12.8M	65,817	+22,959	ADD
369	Atria Investments, Inc	$12.6M	64,914	+8,264	ADD
370	BRADLEY FOSTER & SARGENT INC/CT	$12.6M	64,723	+1,481	ADD
371	Richard C. Young & CO., LTD.	$12.4M	63,934	−14,404	TRIM
372	Jain Global LLC	$12.1M	62,521	+62,521	NEW
373	KESTRA PRIVATE WEALTH SERVICES, LLC	$12.1M	62,339	+4,187	ADD
374	Kinsale Capital Group, Inc.	$12.0M	61,933	+3,085	ADD
375	Eldred Rock Partners, LLC	$12.0M	61,890	+1,011	ADD
376	OpenArc Corporate Advisory, LLC	$12.0M	61,793	+7,588	ADD
377	River Road Asset Management, LLC	$11.9M	61,060	+1,498	ADD
378	Azimuth Capital Investment Management LLC	$11.6M	59,893	+1,622	ADD
379	Meiji Yasuda Asset Management Co Ltd.	$11.6M	59,508	−5,963	TRIM
380	Calamos Wealth Management LLC	$11.5M	59,204	+57,772	ADD
381	BROWN ADVISORY INC	$11.5M	59,124	−286	TRIM
382	DIVIDEND ASSETS CAPITAL, LLC	$11.5M	59,061	−5,252	TRIM
383	BRIGHT ROCK CAPITAL MANAGEMENT, LLC	$11.5M	59,000	0	NO CHANGE
384	Zurich Insurance Group Ltd/FI	$11.3M	58,423	+58,423	NEW
385	Union Bancaire Privee, UBP SA	$11.3M	34,496	+3,172	ADD
386	Covea Finance	$11.3M	58,150	−1,700	TRIM
387	Providence Capital Advisors, LLC	$11.2M	57,513	+462	ADD
388	Badgley Phelps Wealth Managers, LLC	$11.1M	57,393	+10,378	ADD
389	Compagnie Lombard Odier SCmA	$11.0M	56,869	+17,942	ADD
390	Stratos Wealth Partners, LTD.	$11.0M	56,445	−5,597	TRIM
391	CUTLER INVESTMENT COUNSEL LLC	$10.9M	56,340	−671	TRIM
392	GHP Investment Advisors, Inc.	$10.9M	56,203	+2,796	ADD
393	Crossmark Global Holdings, Inc.	$10.8M	55,814	—	NO PRIOR
394	BAILARD, INC.	$10.8M	55,806	−290	TRIM
395	LEVEL FOUR ADVISORY SERVICES, LLC	$10.8M	55,449	+2,297	ADD
396	NOVARE CAPITAL MANAGEMENT LLC	$10.8M	55,442	+347	ADD
397	Mubadala Investment Co PJSC	$10.8M	55,429	+55,429	NEW
398	Sequoia Financial Advisors, LLC	$10.7M	55,108	+9,163	ADD
399	MIZUHO SECURITIES USA LLC	$10.7M	54,865	−11,295	TRIM
400	XTX Topco Ltd	$10.6M	54,540	+52,012	ADD
401	SKBA CAPITAL MANAGEMENT LLC	$10.5M	54,040	+4,400	ADD
402	Walleye Trading LLC	$10.4M	53,556	−123,493	TRIM
403	EDMOND DE ROTHSCHILD HOLDING S.A.	$10.3M	52,971	−1,717	TRIM
404	Heron Bay Capital Management	$10.2M	52,763	+28,127	ADD
405	Pinnacle Financial Partners, Inc.	$10.2M	52,545	−1,582	TRIM
406	Metis Global Partners, LLC	$10.1M	51,890	−1,499	TRIM
407	FIRST NATIONAL BANK OF OMAHA	$10.0M	51,990	−877	TRIM
408	OPPENHEIMER & CO INC	$10.0M	51,371	−283	TRIM
409	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$9.9M	50,865	+50,865	NEW
410	Generali Asset Management SPA SGR	$9.8M	50,248	+13,632	ADD
411	Y-Intercept (Hong Kong) Ltd	$9.7M	49,880	+49,880	NEW
412	Voleon Capital Management LP	$9.6M	49,703	−50,667	TRIM
413	Elo Mutual Pension Insurance Co	$9.5M	49,168	+16,291	ADD
414	GREENWOOD CAPITAL ASSOCIATES LLC	$9.3M	48,115	−590	TRIM
415	Westerkirk Capital Inc.	$9.3M	48,000	0	NO CHANGE
416	First National Bank of Mount Dora, Trust Investment Services	$9.3M	47,999	—	NO PRIOR
417	ABN AMRO INVESTMENT SOLUTIONS	$9.3M	47,988	+4,463	ADD
418	JANE STREET GROUP, LLC	$9.3M	47,690	−78,500	TRIM
419	OCCUDO QUANTITATIVE STRATEGIES LP	$9.2M	32,882	+32,882	NEW
420	HARRIS ASSOCIATES L P	$9.2M	47,510	−755	TRIM
421	Silverberg Bernstein Capital Management LLC	$9.2M	47,492	0	NO CHANGE
422	Avantax Planning Partners, Inc.	$9.2M	47,307	−4,270	TRIM
423	Lombard Odier Asset Management (Switzerland) SA	$9.2M	47,206	+3,796	ADD
424	Socorro Asset Management LP	$9.2M	47,159	−8,155	TRIM
425	PATTEN & PATTEN INC/TN	$9.1M	47,110	−2,304	TRIM
426	CHOREO, LLC	$9.1M	47,071	+2,777	ADD
427	Siemens Fonds Invest GmbH	$9.1M	46,958	−720	TRIM
428	Ameritas Investment Partners, Inc.	$9.1M	46,911	+5,385	ADD
429	Guardian Partners Inc.	$9.1M	46,611	+528	ADD
430	Cyndeo Wealth Partners, LLC	$9.1M	46,730	+15,816	ADD
431	BRILLIANCE ASSET MANAGEMENT LTD	$8.9M	45,906	+9,778	ADD
432	Maryland State Retirement & Pension System	$8.8M	45,563	+241	ADD
433	Palmer Knight Co	$8.8M	45,519	+261	ADD
434	Stokes Capital Advisors, LLC	$8.7M	44,938	−634	TRIM
435	SIRIOS CAPITAL MANAGEMENT L P	$8.7M	44,744	−14,085	TRIM
436	NewEdge Wealth, LLC	$8.7M	44,561	+6,875	ADD
437	Aptus Capital Advisors, LLC	$8.6M	44,401	−9,166	TRIM
438	Robeco Institutional Asset Management B.V.	$8.6M	44,346	+4,268	ADD
439	Intesa Sanpaolo S.p.A.	$8.6M	44,592	+31,003	ADD
440	FIDUCIARY TRUST CO	$8.6M	44,272	+4,287	ADD
441	Equitable Holdings, Inc.	$8.6M	47,452	+18,455	ADD
442	Cambridge Financial Group, Inc.	$8.6M	44,193	+584	ADD
443	Waverly Advisors, LLC	$8.3M	42,832	+8,209	ADD
444	Illinois Municipal Retirement Fund	$8.3M	42,700	+21,777	ADD
445	Sky Investment Group LLC	$8.3M	42,647	−470	TRIM
446	Beacon Harbor Wealth Advisors, Inc.	$8.2M	42,444	+28,764	ADD
447	AMG National Trust Bank	$8.2M	42,374	+19,630	ADD
448	Portland Global Advisors LLC	$8.1M	41,490	+299	ADD
449	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$8.0M	41,013	−3,916	TRIM
450	Callan Family Office, LLC	$7.9M	40,651	+4,936	ADD
451	Taikang Asset Management (Hong Kong) Co Ltd	$7.9M	40,566	+40,566	NEW
452	Banque Cantonale Vaudoise	$7.9M	40,550	+3,518	ADD
453	MATTERN CAPITAL MANAGEMENT, LLC	$7.8M	40,424	−14,548	TRIM
454	WS MANAGEMENT LLLP	$7.8M	40,000	+40,000	NEW
455	Evercore Wealth Management, LLC	$7.8M	39,972	−2,934	TRIM
456	Bragg Financial Advisors, Inc	$7.7M	39,848	−1,850	TRIM
457	Kintegral Advisory, LLC	$7.7M	39,516	−1,752	TRIM
458	EP Wealth Advisors, LLC	$7.6M	39,315	−11,771	TRIM
459	Global X Japan Co., Ltd.	$7.5M	38,824	+758	ADD
460	ASSOCIATED BANC-CORP	$7.5M	38,707	+878	ADD
461	CenterBook Partners LP	$7.5M	38,572	−88,667	TRIM
462	Vestmark Advisory Solutions, Inc.	$7.5M	38,542	+3,257	ADD
463	STEPHENS INC /AR/	$7.4M	37,779	+1,135	ADD
464	Summit Financial, LLC	$7.4M	38,193	−259	TRIM
465	World Investment Advisors	$7.3M	37,526	+1,910	ADD
466	Genus Capital Management Inc.	$7.2M	37,331	+37,331	NEW
467	Dai-ichi Life Insurance Company, Ltd	$7.2M	37,296	−567	TRIM
468	MUFG Securities EMEA plc	$7.2M	37,207	−43	TRIM
469	Ipswich Investment Management Co., Inc.	$7.1M	36,779	−1,457	TRIM
470	AG2R LA MONDIALE GESTION D'ACTIFS	$7.1M	36,752	+487	ADD
471	FIRST MANHATTAN CO. LLC.	$7.1M	36,727	−1,762	TRIM
472	Turtle Creek Wealth Advisors, LLC	$7.1M	36,658	+934	ADD
473	Walter Public Investments Inc.	$7.1M	36,584	+35,034	ADD
474	Prospera Financial Services Inc	$7.1M	36,408	+392	ADD
475	Laird Norton Wetherby Trust Company, LLC	$7.0M	36,142	+664	ADD
476	Baader Bank Aktiengesellschaft	$7.0M	36,111	+312	ADD
477	CITIZENS FINANCIAL GROUP INC/RI	$7.0M	35,836	−22	TRIM
478	ALTA CAPITAL MANAGEMENT LLC/	$6.9M	35,679	+8,595	ADD
479	Rock Point Advisors, LLC	$6.9M	35,522	−779	TRIM
480	EFG International AG	$6.9M	35,398	+164	ADD
481	STRATEGY ASSET MANAGERS LLC	$6.9M	35,288	+149	ADD
482	Foster Victor Wealth Advisors, LLC	$6.8M	31,235	+31,235	NEW
483	PINNACLE ASSOCIATES LTD	$6.8M	34,879	−1,132	TRIM
484	Tower Research Capital LLC (TRC)	$6.7M	34,446	−49,688	TRIM
485	COLDSTREAM CAPITAL MANAGEMENT INC	$6.7M	34,324	+953	ADD
486	Apollon Wealth Management, LLC	$6.6M	34,194	+2,268	ADD
487	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$6.6M	34,101	−696	TRIM
488	ADVOCATE GROUP LLC	$6.6M	33,926	−141	TRIM
489	OneDigital Investment Advisors LLC	$6.5M	33,631	+513	ADD
490	Mediolanum International Funds Ltd	$6.5M	34,991	+4,145	ADD
491	Saudi Central Bank	$6.5M	33,538	+33,538	NEW
492	TOKIO MARINE ASSET MANAGEMENT CO LTD	$6.5M	33,503	+2,901	ADD
493	NLB Skladi, upravljanje premozenja, d.o.o.	$6.5M	33,460	−279	TRIM
494	Brookstone Capital Management	$6.4M	32,934	−418	TRIM
495	GC Wealth Management RIA, LLC	$6.3M	32,419	−1,367	TRIM
496	Vinva Investment Management Ltd	$6.3M	33,617	+19,517	ADD
497	Iyo Bank, Ltd.	$6.2M	32,170	0	NO CHANGE
498	UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO	$6.2M	32,000	0	NO CHANGE
499	Advanced Asset Management Advisors Inc	$6.2M	31,700	0	NO CHANGE
500	NAPLES GLOBAL ADVISORS, LLC	$6.1M	31,631	+4,538	ADD

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · TXN

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 1 Alan Armstrong R–OK $1K–$15K
Sellers: 1 Tommy Tuberville R–AL $16K–$65K

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 3 D1 Capital Partners, Gotham Asset Management, Caxton Associates $361M held
Trimming: 3 Fundsmith, Soros Fund Management, Moore Capital Management $509M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · TEXAS INSTRS INC

Merged timeline of congressional filings and notable-manager moves on TXN
Date	Who	Change	Size
2026-08-05	Tommy Tuberville Congress	SELL	$15K–$50K
2026-08-05	Tommy Tuberville Congress	SELL	$1K–$15K
2026-07-21	Alan Armstrong Congress	BUY	$1K–$15K
2026-05-15	D1 Capital Partners 13F	ADD	+1,267,183 sh
2026-05-15	Gotham Asset Management 13F	ADD	+4,850 sh
2026-05-15	Fundsmith 13F	TRIM	−428 sh
2026-05-15	Soros Fund Management 13F	EXIT	−98,191 sh
2026-05-15	Moore Capital Management 13F	EXIT	−24,840 sh
2026-05-14	Caxton Associates 13F	NEW	+2,750 sh

9 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

41 members of Congress disclosed TXN — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).